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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-09 |
| TX | RA | APPROVED | 2017-03-22 |
Branch Locations
8181 Communications Pkwy, Bldg A Floor 4, Plano, TX 75024 • United States
8181 Communications Pkwy Bldg A, Plano , TX 75024 • United States
1111 Polaris Pkwy, Floor 4J, Columbus , OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 02/2014 | 01/2017 |
| Jp Morgan Securities, Llc | Southlake | TX | 02/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-04 |
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